See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $191,786 |
MATISSE CAPITAL7 years Service code 16 · EIN 88-2724399 | Consulting | $175,728 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,958 | $2,679,533-96.6% | $164,813-44.8% | $199,593-54.4% |
| Participation rate | 99.2% | 78.3%+20.9pp | 78.6%+20.6pp | 72.0%+27.2pp |
| Annual return | 14.24% | 17.93%-3.7pp | 69.93%-55.7pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,018 | $2,970-32.0% | $4,341-53.5% | $3,034-33.5% |
| Participant deferral / active EE | $4,919 | $5,010-1.8% | $6,031-18.4% | $5,087-3.3% |
| Admin fee / account holder | $146 | $1,982-92.6% | $12,690-98.9% | $269-45.7% |